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Finding past consults

Every consultation you record lands in one place. The Latest Consults card on your dashboard shows your five most recent; for anything older or more specific, open the Consultations page from the sidebar — there you can switch between your own and…

Every consultation you record lands in one place. The Latest Consults card on your dashboard shows your five most recent; for anything older or more specific, open the Consultations page from the sidebar — there you can switch between your own and your practice's consults, filter by date, and page back through your history.

The Consultations page listing recent consults with date, patient, animal, summary, and status columns

Choosing what you see

A row of tabs sits at the top of the Consultations page:

  • My Consults (selected by default) — consults you recorded.

  • Archived — your archived consults.

  • Practice — consults across your whole practice, with an extra Vet column showing who recorded each one — handy when you're covering for a colleague.

  • Practice Archived — archived consults across the practice.

See Archiving and deleting consults for how consults end up in the archived tabs.

Reading the list

Each row shows the Date, Patient, Animal, a short Summary, and a Status badge — plus Vet on the practice tabs and the Archived date on the archived tabs. A dash (—) means that detail isn't recorded yet. On smaller screens only Date, Patient, and Status stay visible.

The Status badge tells you whether a consult is ready:

  • Transcribing — the audio is being turned into text.

  • Summarising — notes are being generated from the transcript.

  • Summarised — finished and ready to open.

  • Usage Limit — the consult couldn't be processed because a usage limit was reached.

  • Error — something went wrong during transcription or processing.

Filtering by date

Click Pick a date range in the top-right, then choose a ready-made range (Today, Yesterday, This week, Last 7 days, This month…) or pick your own start and end dates on the calendar. The button then shows your range; clear it with the small X beside it. The filter applies to whichever tab you're on.

The date range picker open with ready-made ranges on the left and a selected range highlighted on the calendar

Paging through older consults

The list shows your most recent consults first, a page at a time. When there's more to see, paging arrows appear at the bottom along with a count of what you're viewing (for example "1–10"). Setting a date range first is usually faster than paging back one step at a time.

Opening a consult

Click anywhere on a consult's row to open it. Rows marked Error or Usage Limit appear faded and can't be opened — there are no finished notes to view. The menu at the right-hand end of each row is for archiving or deleting, so clicking it won't open the consult.

For everything you can do once you're inside a consult, see Viewing and navigating a consult.

If something goes wrong

  • "No consults found." — there are no consults for the tab and date range you've chosen. Clear the date filter (the X next to the date button) or switch tabs.

  • "Failed to load consults" — the list couldn't be loaded. Refresh the page and try again.

  • You can't find a consult by typing a name. There's no search box on the consult list — narrow down with the tabs and the date filter instead.

What this doesn't do (yet)

  • Search consults by patient or owner name — filter by date and tab instead.

  • Sort by clicking a column header — the order is fixed, most recent first.

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